Last week, O’Film, a major electronics manufacturer in Shenzhen, lowered its performance forecast and adjusted its previously expected profit of 810 million-910 million yuan to a loss of 1.85 billion yuan in 2020, which caused an uproar among investors.

The factor that caused this huge turning point is that the so-called specific overseas customer terminated the purchasing relationship with OFILM. From the evidence from multiple sources, the customer is Apple.

However, for Ou Feiguang, the discomfort does not stop there.

According to the latest reports from the media, OFILM has also been kicked out of the supply chain by Samsung. Further news is that Samsung has not continued to purchase lens modules of OFILM since the end of February this year.

However, for the two companies, the impact seems to be small. Because of the Samsung lens module suppliers, OFILM has only a small share, and more products come from 13 companies including Samsung Electro-Mechanics, Mcnex, Partron, Powerlogics, Cammsys, Sunny Optical component supplier.

Only the report mentions an intriguing detail. Generally, after the suppliers interrupt their cooperation, they usually retain some of the spare parts for the stock products, but this time Samsung is "resolute" and will not keep any.

Previously, in the Apple lens module supply chain, LG InnoTek accounted for 50%, Sharp accounted for about 35%, and OFILM accounted for about 15%.

It is also worth mentioning that OFILM’s latest announcement on April 22 mentioned that the lens module business that it decided to sell to Wingtech has received the first phase of transaction payment of 1.031 billion yuan.

The data shows that the latest share price of Ou Feiguang is 8.45 yuan, which is more tragic than 20 yuan in the middle of last year, and its market value has lost more than 30 billion yuan.